Description

Manage all your customer relationships in one place, so you can save time and stay productive while serving customers. With Customer Manager for Mobile, you have access to key customer details on-the-go. Search for contact information, see past due balances*, add and view notes, or see a map of a customer’s address.

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To take advantage of all the benefits of ... Read MoreCustomer Manager for Mobile, you will need a subscription to Customer Manager. For more information and to get started, please visit www.customermanager.com on your computer.
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- - - MOBILE FEATURES - - -

- Search your contacts and companies quickly to find important addresses, phone numbers, and other details.

- Add new or view existing notes on your phone when you meet a customer away from the office.

- See past due balances for your QuickBooks customers* so you know who owes you and how much.

- See a map of a customer's location before you visit them by clicking on their address.

- - - CUSTOMER MANGER - - -

Know where to go for answers
- Automatically syncs with your QuickBooks data*
- Imports contacts from Outlook*
- Consolidates contact information, key financial indicators, pending tasks and special notes in the Customer View

Save time with better collaboration tools
- Track customer appointments and team meetings with a Shared Calendar.
- See what’s pending, what's still due and who is responsible for getting it done using Shared Tasks.
- Organize your customer list in groups with common traits such as “referred by” and “preferred payment method” using Custom Fields.

- - - SECURITY - - -

Have peace of mind your data is protected. We utilize advanced, industry-recognized security safeguards to keep all of your data private and protected.


Mobile charges may apply. Data plan is recommended.

*Import requires Microsoft Outlook® 2003 or 2007. Synchronization requires QuickBooks Simple Start, Pro, Premier or Enterprise Editions 2009 or higher.